Merge dev → uat: 10DLC pilot registration runbook (GRO-106)

promote dev → uat: 10DLC pilot registration runbook (GRO-106)
This commit was merged in pull request #381.
This commit is contained in:
the-dogfather-cto[bot]
2026-05-04 20:55:50 +00:00
committed by GitHub
6 changed files with 700 additions and 0 deletions
+2
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@@ -24,6 +24,7 @@
"nodemailer": "^6.9.16",
"stripe": "^22.0.0",
"telnyx": "^1.23.0",
"uuid": "^11.0.5",
"zod": "^4.3.6"
},
@@ -31,6 +32,7 @@
"@types/node": "^22.10.7",
"@types/node-cron": "^3.0.11",
"@types/nodemailer": "^6.4.17",
"@types/uuid": "^10.0.0",
"@vitest/coverage-v8": "^3.2.4",
"eslint": "^9.18.0",
"tsx": "^4.19.2",
@@ -0,0 +1,200 @@
import { describe, it, expect, vi, beforeEach } from "vitest";
const mockSendSms = vi.fn();
const mockGetDb = vi.fn();
const mockUuidv4 = vi.fn();
vi.mock("../../sms.js", () => ({
sendSms: mockSendSms,
}));
vi.mock("@groombook/db", () => ({
getDb: () => mockGetDb(),
conversations: {},
messages: {},
clients: {},
businessSettings: {},
eq: vi.fn((a, b) => [a, b]),
and: vi.fn((...args) => args),
}));
vi.mock("uuid", () => ({
v4: () => mockUuidv4(),
}));
const { sendMessage, MissingTenantPhoneNumberError } = await import("../outbound.js");
describe("sendMessage", () => {
beforeEach(() => {
vi.clearAllMocks();
mockUuidv4.mockReturnValue("test-uuid");
});
function buildSelectMock(results: unknown[]) {
return vi.fn().mockReturnValue({
from: vi.fn().mockReturnValue({
where: vi.fn().mockReturnValue({
limit: vi.fn().mockResolvedValue(results),
}),
}),
});
}
it("returns suppressed=true when client has no phone", async () => {
mockGetDb.mockReturnValue({
select: buildSelectMock([{ phone: null, smsOptIn: true }]),
});
const result = await sendMessage({
businessId: "biz-1",
clientId: "client-1",
body: "Hello",
});
expect(result).toEqual({ suppressed: true });
expect(mockSendSms).not.toHaveBeenCalled();
});
it("returns suppressed=true when client has opted out of SMS", async () => {
mockGetDb.mockReturnValue({
select: buildSelectMock([{ phone: "+1234567890", smsOptIn: false }]),
});
const result = await sendMessage({
businessId: "biz-1",
clientId: "client-1",
body: "Hello",
});
expect(result).toEqual({ suppressed: true });
expect(mockSendSms).not.toHaveBeenCalled();
});
it("throws MissingTenantPhoneNumberError when tenant has no messaging phone", async () => {
mockGetDb.mockReturnValue({
select: vi
.fn()
.mockReturnValueOnce({
from: vi.fn().mockReturnValue({
where: vi.fn().mockReturnValue({
limit: vi.fn().mockResolvedValue([{ phone: "+1234567890", smsOptIn: true }]),
}),
}),
})
.mockReturnValueOnce({
from: vi.fn().mockReturnValue({
where: vi.fn().mockReturnValue({
limit: vi.fn().mockResolvedValue([{ messagingPhoneNumber: null }]),
}),
}),
}),
});
await expect(
sendMessage({ businessId: "biz-1", clientId: "client-1", body: "Hello" })
).rejects.toThrow(MissingTenantPhoneNumberError);
});
it("persists provider message id on success", async () => {
const messageId = "msg-1";
const conversationId = "conv-1";
mockGetDb.mockReturnValue({
select: vi
.fn()
.mockReturnValueOnce({
from: vi.fn().mockReturnValue({
where: vi.fn().mockReturnValue({
limit: vi.fn().mockResolvedValue([{ phone: "+1234567890", smsOptIn: true }]),
}),
}),
})
.mockReturnValueOnce({
from: vi.fn().mockReturnValue({
where: vi.fn().mockReturnValue({
limit: vi.fn().mockResolvedValue([{ messagingPhoneNumber: "+1987654321" }]),
}),
}),
})
.mockReturnValueOnce({
from: vi.fn().mockReturnValue({
where: vi.fn().mockReturnValue({
limit: vi.fn().mockResolvedValue([{ id: conversationId }]),
}),
}),
}),
insert: vi.fn().mockReturnValue({
values: vi.fn().mockReturnValue({
returning: vi.fn().mockResolvedValue([{ id: messageId }]),
}),
}),
update: vi.fn().mockReturnValue({
set: vi.fn().mockReturnValue({
where: vi.fn().mockResolvedValue([]),
}),
}),
});
mockSendSms.mockResolvedValue({ messageId: "provider-msg-1", status: "sent" });
const result = await sendMessage({
businessId: "biz-1",
clientId: "client-1",
body: "Hello",
});
expect(result).toEqual({
messageId,
providerMessageId: "provider-msg-1",
status: "sent",
suppressed: false,
});
expect(mockSendSms).toHaveBeenCalledWith("+1234567890", "Hello", undefined);
});
it("persists error on Telnyx failure", async () => {
const messageId = "msg-1";
mockGetDb.mockReturnValue({
select: vi
.fn()
.mockReturnValueOnce({
from: vi.fn().mockReturnValue({
where: vi.fn().mockReturnValue({
limit: vi.fn().mockResolvedValue([{ phone: "+1234567890", smsOptIn: true }]),
}),
}),
})
.mockReturnValueOnce({
from: vi.fn().mockReturnValue({
where: vi.fn().mockReturnValue({
limit: vi.fn().mockResolvedValue([{ messagingPhoneNumber: "+1987654321" }]),
}),
}),
})
.mockReturnValueOnce({
from: vi.fn().mockReturnValue({
where: vi.fn().mockReturnValue({
limit: vi.fn().mockResolvedValue([]),
}),
}),
}),
insert: vi.fn().mockReturnValue({
values: vi.fn().mockReturnValue({
returning: vi.fn().mockResolvedValue([{ id: messageId }]),
}),
}),
update: vi.fn().mockReturnValue({
set: vi.fn().mockReturnValue({
where: vi.fn().mockResolvedValue([]),
}),
}),
});
mockSendSms.mockRejectedValue(new Error("Telnyx API error"));
await expect(
sendMessage({ businessId: "biz-1", clientId: "client-1", body: "Hello" })
).rejects.toThrow("Telnyx API error");
});
});
+159
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@@ -0,0 +1,159 @@
import { getDb, conversations, messages, clients, businessSettings, eq, and } from "@groombook/db";
import { v4 as uuidv4 } from "uuid";
import { sendSms } from "../sms.js";
export interface SendMessageOptions {
businessId: string;
clientId: string;
body: string;
sentByStaffId?: string;
mediaUrls?: string[];
}
export interface SendMessageResult {
messageId: string;
providerMessageId: string;
status: string;
suppressed: false;
}
export interface SendMessageSuppressed {
suppressed: true;
}
export type SendMessageResponse = SendMessageResult | SendMessageSuppressed;
export class MissingTenantPhoneNumberError extends Error {
constructor() {
super("Tenant messagingPhoneNumber is not configured");
this.name = "MissingTenantPhoneNumberError";
}
}
async function findOrCreateConversation(
businessId: string,
clientId: string,
externalNumber: string,
businessNumber: string
): Promise<{ id: string }> {
const db = getDb();
const [existing] = await db
.select({ id: conversations.id })
.from(conversations)
.where(
and(
eq(conversations.businessId, businessId),
eq(conversations.externalNumber, externalNumber),
eq(conversations.businessNumber, businessNumber)
)
)
.limit(1);
if (existing) return { id: existing.id };
const [created] = await db
.insert(conversations)
.values({
id: uuidv4(),
businessId,
clientId,
channel: "sms",
externalNumber,
businessNumber,
lastMessageAt: new Date(),
status: "active",
})
.returning({ id: conversations.id });
if (!created) throw new Error("Failed to create conversation");
return { id: created.id };
}
async function resolveFromNumber(businessId: string): Promise<string | null> {
const db = getDb();
const [settings] = await db
.select({ messagingPhoneNumber: businessSettings.messagingPhoneNumber })
.from(businessSettings)
.where(eq(businessSettings.id, businessId))
.limit(1);
return settings?.messagingPhoneNumber ?? null;
}
export async function sendMessage(opts: SendMessageOptions): Promise<SendMessageResponse> {
const db = getDb();
const { businessId, clientId, body, sentByStaffId, mediaUrls } = opts;
const [client] = await db
.select({ phone: clients.phone, smsOptIn: clients.smsOptIn })
.from(clients)
.where(eq(clients.id, clientId))
.limit(1);
if (!client?.phone) {
return { suppressed: true };
}
if (!client.smsOptIn) {
return { suppressed: true };
}
const from = await resolveFromNumber(businessId);
if (!from) throw new MissingTenantPhoneNumberError();
const to = client.phone;
const conversationId = (await findOrCreateConversation(businessId, clientId, to, from)).id;
const [queuedMessage] = await db
.insert(messages)
.values({
id: uuidv4(),
conversationId,
direction: "outbound",
body,
status: "queued",
sentByStaffId: sentByStaffId ?? null,
})
.returning({ id: messages.id });
if (!queuedMessage) throw new Error("Failed to insert queued message");
try {
const result = await sendSms(to, body, mediaUrls);
await db
.update(messages)
.set({
status: "sent",
providerMessageId: result.messageId,
})
.where(eq(messages.id, queuedMessage.id));
await db
.update(conversations)
.set({ lastMessageAt: new Date() })
.where(eq(conversations.id, conversationId));
return {
messageId: queuedMessage.id,
providerMessageId: result.messageId,
status: result.status,
suppressed: false,
};
} catch (err) {
const errorCode = err instanceof Error ? err.name : "UNKNOWN";
const errorMessage = err instanceof Error ? err.message : String(err);
await db
.update(messages)
.set({
status: "failed",
errorCode,
errorMessage,
})
.where(eq(messages.id, queuedMessage.id));
throw err;
}
}
+309
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@@ -0,0 +1,309 @@
# 10DLC Pilot Tenant Registration Runbook
Authored for GRO-106 Phase 1.
---
## Pre-Flight Checklist
Before starting Telnyx registration, collect the following:
| Item | Details |
|------|---------|
| Legal business name | Exact name on EIN / business registration |
| EIN (Employer Identification Number) | 9-digit IRS format: XX-XXXXXXX |
| Business type | Sole Proprietor / LLC / Corporation |
| Primary contact email | General contact address (postmaster@, info@, etc.) |
| Primary contact phone | Direct line for carrier verification |
| Website URL | Must be live and contain privacy policy |
| Sample message templates | See [Sample Templates](#sample-message-templates) below |
| Messaging use case | Customer Care / Account Notification |
---
## Step 1 — Telnyx Account Requirements
- Active Telnyx account with billing configured.
- Role required: **Admin** or **Super User** to register brands and campaigns.
---
## Step 2 — Brand Registration
### Via Telnyx Console
1. Log in to [Telnyx Portal](https://portal.telnyx.com).
2. Navigate to **Messaging → A2P 10DLC → Brands**.
3. Click **Register Brand**.
4. Fill in:
- **Brand Name**: Legal business name
- **Legal Company Name**: Exact EIN name
- **Company Type**: Select from dropdown
- **EIN**: XX-XXXXXXX
- **Primary Contact**: Name, email, phone
- **Website**: Must be accessible
- **BusinessVertical**: Select appropriate vertical
5. Acknowledge the **Terms of Service**.
6. Submit.
### Via API
```bash
curl -X POST https://api.telnyx.com/v2/10dlc/brands \
-H "Authorization: Bearer $TELNYX_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"name": "Your Legal Business Name",
"legal_company_name": "Your Legal Business Name",
"company_type": "llc",
"ein": "XX-XXXXXXX",
"primary_contact": {
"name": "Jane Doe",
"email": "compliance@example.com",
"phone": "+1XXXXXXXXXX"
},
"website": "https://www.example.com",
"business_vertical": "PROFESSIONAL_SERVICES"
}'
```
**Response fields to record:**
- `brand_id` — required for campaign registration
- `brand_score` — affects campaign vetting speed
### Expected Fees
| Fee Type | Amount |
|----------|--------|
| Brand registration fee | ~$0 (no direct fee from Telnyx) |
| Campaign registration fee | ~$15$25 per campaign (Telnyx fee, subject to change) |
| Carrier fees | Passed through from T-Mobile/AT&T/Verizon |
### Expected Approval Window
- **Vetting by Telnyx**: 13 business days after submission.
- **Carrier (T-Mobile/AT&T/Verizon) review**: 25 business days after Telnyx approval.
- Total end-to-end: **38 business days**.
---
## Step 3 — Campaign Registration
### Use Case Selection
- **Primary**: Customer Care
- **Secondary**: Account Notification
### Via Telnyx Console
1. Navigate to **Messaging → A2P 10DLC → Campaigns**.
2. Click **Register Campaign**.
3. Select **Brand** (use the brand registered in Step 2).
4. Fill in:
- **Campaign Name**: e.g., `groombook-pilot-customer-care`
- **Use Case**: Customer Care / Account Notification
- **Sample Messages**: Paste exactly the templates from [Sample Templates](#sample-message-templates) below.
- **Description**: Brief description of messaging program
- **Estimated Volume**: Enter monthly estimate (e.g., 500)
5. Submit.
### Via API
```bash
curl -X POST https://api.telnyx.com/v2/10dlc/campaigns \
-H "Authorization: Bearer $TELNYX_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"brand_id": "YOUR_BRAND_ID",
"name": "groombook-pilot-customer-care",
"use_case": "CUSTOMER_CARE",
"sample_messages": [
"Hi {{first_name}}, this is a reminder from {{business_name}} that your appointment is scheduled for {{date}} at {{time}}. Reply STOP to opt out.",
"Your appointment with {{business_name}} is confirmed for {{date}}. Need to reschedule? Reply HELP or call us at {{phone}}."
],
"description": "Appointment reminders and account notifications for grooming clients",
"estimated_monthly_volume": 500
}'
```
**Response fields to record:**
- `campaign_id` — required for messaging profile
- `status` — initially `PENDING`, transitions to `ACTIVE` after carrier approval
### Campaign Vetting — STOP/HELP Language Requirements
Every campaign **must** include compliant STOP/HELP messaging. The following must appear in your sample messages or be included in your terms of service:
- **STOP**: Users can text `STOP` to opt out of all messages.
- **HELP**: Users can text `HELP` to receive contact information.
Example STOP/HELP block:
```
Text STOP to opt out. Text HELP for help. Msg & data rates may apply.
```
---
## Step 4 — Messaging Profile + Phone Number Provisioning
### Create Messaging Profile
1. In Telnyx Portal, navigate to **Messaging → Messaging Profiles**.
2. Click **Create Messaging Profile**.
3. Name it (e.g., `groombook-pilot-prod`).
4. Copy the **Messaging Profile ID** (`messaging_profile_id`) — record this in the DB.
### Provision a 10DLC Phone Number
1. Navigate to **Messaging → Phone Numbers**.
2. Search for a number in your desired area code.
3. Confirm the number is 10DLC-capable.
4. Purchase the number.
### Associate Number with Messaging Profile
```bash
# Assign number to messaging profile
curl -X PATCH https://api.telnyx.com/v2/phone_numbers/YOUR_PHONE_NUMBER_ID \
-H "Authorization: Bearer $TELNYX_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"messaging_profile_id": "YOUR_MESSAGING_PROFILE_ID"
}'
```
---
## Step 5 — Record in Database
Once GRO-981 lands, record the following against the business record:
### SQL Path (when GRO-981 is complete)
```sql
UPDATE businesses
SET
messaging_phone_number = '+1XXXXXXXXXX',
telnyx_messaging_profile_id = 'YOUR_MESSAGING_PROFILE_ID',
telnyx_brand_id = 'YOUR_BRAND_ID',
telnyx_campaign_id = 'YOUR_CAMPAIGN_ID',
telnyx_brand_status = 'APPROVED',
telnyx_campaign_status = 'ACTIVE',
updated_at = NOW()
WHERE id = 'pilot_business_id';
```
### Manual Admin Path (before GRO-981)
Until GRO-981 is complete, use the Telnyx Portal to verify and record values manually in your internal ops sheet:
| Field | Value |
|-------|-------|
| `messagingPhoneNumber` | +1XXXXXXXXXX |
| `telnyxMessagingProfileId` | xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx |
| `telnyxBrandId` | xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx |
| `telnyxCampaignId` | xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx |
| `brandStatus` | APPROVED / PENDING |
| `campaignStatus` | ACTIVE / PENDING |
---
## Sample Message Templates
These must match exactly what your system will send. Vetting reviewers compare templates against actual traffic.
### Transactional Appointment Reminder
```
Hi {{first_name}}, this is a reminder from {{business_name}} that your appointment is scheduled for {{date}} at {{time}}. Reply STOP to opt out. Msg & data rates may apply.
```
### Manual Staff Message
```
Your appointment with {{business_name}} is confirmed for {{date}}. Need to reschedule? Reply HELP for assistance or call us at {{phone}}. Msg & data rates may apply.
```
---
## Failure Modes + Retry Guidance
### Vetting Rejection — Brand
| Rejection Reason | Common Fix |
|-----------------|------------|
| Legal name mismatch with EIN | Ensure exact EIN name matches legal company name exactly |
| Website not accessible / missing privacy policy | Add privacy policy page to website before resubmitting |
| Incomplete primary contact | Provide direct phone and real email (no noreply) |
| High-risk business vertical | Contact Telnyx support for pre-screening before resubmitting |
### Campaign Rejection
| Rejection Reason | Common Fix |
|-----------------|------------|
| Sample messages do not match actual traffic | Update sample messages to match exactly what the system sends |
| Missing STOP/HELP language | Add compliant STOP/HELP block to sample messages |
| Volume estimate too low/high | Revise estimate to be realistic |
| Use case mismatch | Re-select use case that matches actual messaging |
### Re-submission
After fixing the rejection reason, re-submit via the same API endpoint. Telnyx will re-run vetting (typically 2448 hours).
---
## Cost Summary
### Telnyx Fees (as of 2026)
| Fee Type | Amount | Notes |
|----------|--------|-------|
| 10DLC number (monthly) | ~$1.00$2.50/number | Varies by type and area code |
| Outbound message | $0.005$0.015/message | Depends on destination carrier |
| Inbound message | Included | No charge for received messages |
| Campaign registration | ~$15$25 one-time | Per campaign, subject to change |
### Carrier Fees (T-Mobile / AT&T / Verizon)
| Carrier | Outbound Fee | Notes |
|---------|-------------|-------|
| T-Mobile | ~$0.005$0.01/message | Varies by message size (segment) |
| AT&T | ~$0.005$0.015/message | Varies by message size (segment) |
| Verizon | ~$0.005$0.01/message | Varies by message size (segment) |
**Note**: Carrier fees are subject to change. Check [Telnyx pricing page](https://telnyx.com/pricing) and carrier fee schedules for current rates.
### Example Monthly Cost (Pilot — 500 messages/month)
| Line Item | Cost |
|-----------|------|
| 1x 10DLC number | ~$2.00 |
| 500 outbound messages | ~$5.00$7.50 |
| Carrier pass-through | ~$2.50$7.50 |
| **Estimated Monthly Total** | **~$9.50$17.00** |
---
## Rollback / De-provisioning
If the pilot tenant must be de-provisioned:
1. Release the phone number: Telnyx Portal → Phone Numbers → Release.
2. Archive the campaign: set status to `INACTIVE` via API or console.
3. Remove DB record: clear `messagingPhoneNumber`, `telnyxMessagingProfileId`, `telnyxCampaignId` fields in the business record.
4. Brand can remain registered (no harm) but will not be used.
---
## Contacts
| Resource | Contact |
|----------|---------|
| Telnyx Support | support@telnyx.com |
| Telnyx Dashboard | portal.telnyx.com |
| Internal Engineering | Raise issue in GRO-106 |
---
_Owner: Engineering · Last updated: 2026-05-04_
+11
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@@ -0,0 +1,11 @@
# GroomBook Runbooks
Operational runbooks for GroomBook staff and operators.
| Runbook | Description | Status |
|---------|-------------|--------|
| [10DLC Pilot Registration](./10dlc-pilot-registration.md) | Register a pilot grooming business as an A2P 10DLC brand + campaign on Telnyx | Active |
---
_To add a runbook, create a markdown file in this directory and update this table._
+19
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@@ -46,6 +46,9 @@ importers:
telnyx:
specifier: ^1.23.0
version: 1.27.0
uuid:
specifier: ^11.0.5
version: 11.1.1
zod:
specifier: ^4.3.6
version: 4.3.6
@@ -59,6 +62,9 @@ importers:
'@types/nodemailer':
specifier: ^6.4.17
version: 6.4.23
'@types/uuid':
specifier: ^10.0.0
version: 10.0.0
'@vitest/coverage-v8':
specifier: ^3.2.4
version: 3.2.4(vitest@3.2.4(@types/node@22.19.15)(jiti@2.6.1)(jsdom@26.1.0)(lightningcss@1.32.0)(terser@5.46.1)(tsx@4.21.0))
@@ -2334,6 +2340,9 @@ packages:
'@types/use-sync-external-store@0.0.6':
resolution: {integrity: sha512-zFDAD+tlpf2r4asuHEj0XH6pY6i0g5NeAHPn+15wk3BV6JA69eERFXC1gyGThDkVa1zCyKr5jox1+2LbV/AMLg==}
'@types/uuid@10.0.0':
resolution: {integrity: sha512-7gqG38EyHgyP1S+7+xomFtL+ZNHcKv6DwNaCZmJmo1vgMugyF3TCnXVg4t1uk89mLNwnLtnY3TpOpCOyp1/xHQ==}
'@typescript-eslint/eslint-plugin@8.57.1':
resolution: {integrity: sha512-Gn3aqnvNl4NGc6x3/Bqk1AOn0thyTU9bqDRhiRnUWezgvr2OnhYCWCgC8zXXRVqBsIL1pSDt7T9nJUe0oM0kDQ==}
engines: {node: ^18.18.0 || ^20.9.0 || >=21.1.0}
@@ -4344,12 +4353,18 @@ packages:
peerDependencies:
react: ^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0
uuid@11.1.1:
resolution: {integrity: sha512-vIYxrBCC/N/K+Js3qSN88go7kIfNPssr/hHCesKCQNAjmgvYS2oqr69kIufEG+O4+PfezOH4EbIeHCfFov8ZgQ==}
hasBin: true
uuid@8.3.2:
resolution: {integrity: sha512-+NYs2QeMWy+GWFOEm9xnn6HCDp0l7QBD7ml8zLUmJ+93Q5NF0NocErnwkTkXVFNiX3/fpC6afS8Dhb/gz7R7eg==}
deprecated: uuid@10 and below is no longer supported. For ESM codebases, update to uuid@latest. For CommonJS codebases, use uuid@11 (but be aware this version will likely be deprecated in 2028).
hasBin: true
uuid@9.0.1:
resolution: {integrity: sha512-b+1eJOlsR9K8HJpow9Ok3fiWOWSIcIzXodvv0rQjVoOVNpWMpxf1wZNpt4y9h10odCNrqnYp1OBzRktckBe3sA==}
deprecated: uuid@10 and below is no longer supported. For ESM codebases, update to uuid@latest. For CommonJS codebases, use uuid@11 (but be aware this version will likely be deprecated in 2028).
hasBin: true
victory-vendor@37.3.6:
@@ -6910,6 +6925,8 @@ snapshots:
'@types/use-sync-external-store@0.0.6': {}
'@types/uuid@10.0.0': {}
'@typescript-eslint/eslint-plugin@8.57.1(@typescript-eslint/parser@8.57.1(eslint@9.39.4(jiti@2.6.1))(typescript@5.9.3))(eslint@9.39.4(jiti@2.6.1))(typescript@5.9.3)':
dependencies:
'@eslint-community/regexpp': 4.12.2
@@ -9014,6 +9031,8 @@ snapshots:
dependencies:
react: 19.2.4
uuid@11.1.1: {}
uuid@8.3.2: {}
uuid@9.0.1: {}